Pick Two
Ever notice how you can’t quite get everything you want? Most situations — including investments and trades — are a...
Do fundamentals or emotions drive the stock market?
McKinsey — the fine folks behind some of the worst financial ideas of the past 1/2 century — ask the question: Do...
The Apprentice Investor
I have a new column starting on TheStreet.com. Its called “The Apprentice Investor.” Its a weekly discussion which will...
The Stupid Phase of Oil
When I guesthosted Squawk last month, I told Mark Haines that we were about to enter the "STUPID" PHASE of Oil. He raised an...
(Why) You Suck at Investing
USA Today had an interesting article this past week (it happens). The discussion was on the fact that Most Americans no good at...
Dot-Coms vs. Real Estate
As part of a continuning series of academic fisking, let’s have a go at a pair of charts based on data from Yale Prof Robert...
Odds & Ends
Its interesting when one of our past discussions comes back around again. Here’s some odds and ends that are just now heating up in...
HedgedFund.org’s Internet Links of Interest:
This is one of the most comprehensive market related linkfests I have ever come across: HedgedFund.org’s Internet Links of Interest...
The Psychology/Sentiment of Oil
I’ll be damned if I can explain exactly how this happened: Last year, when Oil passed $40 on the way to $55, there was a resounding...
The kinda-eventually-sorta-mostly-almost Efficient Market Theory
“I guess we’re all behaviorists now” –Richard Thaler One of the most widely believed theories on Wall...